See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,727 | $85,022-94.4% | $70,515-93.3% | $139,434-96.6% |
| Participation rate | 60.0% | 73.9%-13.9pp | 68.3%-8.3pp | 80.3%-20.3pp |
| Annual return | 25.63% | 30.38%-4.7pp | 32.77%-7.1pp | 372.94%-347.3pp |
| Employer contribution / active EE | $802 | $3,909-79.5% | $2,973-73.0% | $4,751-83.1% |
| Participant deferral / active EE | $802 | $5,890-86.4% | $4,567-82.4% | $6,710-88.0% |
| Admin fee / account holder | $14 | $8,906-99.8% | $6,412-99.8% | $11,403-99.9% |